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US Bancorp

1,687 hedge funds and large institutions have $69.2B invested in US Bancorp in 2019 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 541 increasing their positions, 643 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 51

10% more funds holding

Funds holding: 1,5371,687 (+150)

8% more funds holding in top 10

Funds holding in top 10: 5357 (+4)

5% more capital invested

Capital invested by funds: $66B → $69.2B (+$3.15B)

1% less call options, than puts

Call options by funds: $438M | Put options by funds: $444M

1.08% less ownership

Funds ownership: 75.81%74.73% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 643

Holders
1,687
Holders Change
+150
Holders Change %
+9.76%
% of All Funds
33.23%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
1.12%
New
227
Increased
541
Reduced
643
Closed
51
Calls
$438M
Puts
$444M
Net Calls
-$5.52M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1601
Marquette Asset Management
Minnesota
$37K +$36.5K +632 New
CB
1602
CNB Bank
Pennsylvania
$36K
LWA
1603
Lenox Wealth Advisors
New York
$36K +$752 +13 +2%
SWM
1604
Sugarloaf Wealth Management
Georgia
$36K +$34.9K +604 New
MF
1605
Manchester Financial
California
$34K +$32.9K +569 New
ACM
1606
Allred Capital Management
Texas
$33K +$32.2K +557 New
MWA
1607
Moser Wealth Advisors
Washington
$33K +$31.8K +550 New
AWMS
1608
Advocacy Wealth Management Services
Georgia
$32K -$752 -13 -2%
HWM
1609
Howard Wealth Management
Connecticut
$32K +$31.2K +540 New
PA
1610
PSI Advisors
Florida
$32K +$32K +553 New
RMAM
1611
Raab & Moskowitz Asset Management
New Jersey
$31K +$30.8K +533 New
RFWA
1612
RPg Family Wealth Advisory
Massachusetts
$30.4K
BSG
1613
Black Swift Group
Colorado
$30K
LFG
1614
LifePlan Financial Group
Ohio
$30K
SFG
1615
Sowa Financial Group
Rhode Island
$30K +$28.9K +500 New
SC
1616
Solstein Capital
California
$30K +$29.6K +512 New
ONST
1617
Old North State Trust
North Carolina
$29K -$10.4K -180 -27%
SQA
1618
Simon Quick Advisors
New Jersey
$28K +$24.5K +424 +1,060%
RCA
1619
Ranch Capital Advisors
Florida
$28K +$27.3K +473 New
GFPC
1620
Global Financial Private Client
Florida
$27.9K +$27.2K +470 New
IUHSA
1621
Itau Unibanco Holding S.A.
Brazil
$27K +$26.7K +462 New
EWP
1622
Engrave Wealth Partners
Texas
$26K +$26K +450 New
CAL
1623
Capital Advisors Ltd
Ohio
$25K -$2.2K -38 -8%
MSFP
1624
Mark Sheptoff Financial Planning
Connecticut
$24K
HR
1625
Howe & Rusling
New York
$24K +$9.89K +171 +74%

USB Hedge Fund Activity: Q4 2019 in Review

1,687 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2019, worth a combined $69.2B — up 4.8% from $66B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new USB positions and 51 closed out — a net gain of 176 holders — while 541 added to existing stakes and 643 trimmed.

The largest buyer was Truist Financial, adding an estimated $80.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $672M.

  • 1,687 institutional investors held US Bancorp (USB) as of Q4 2019, up from 1,537 in Q3 2019.
  • Funds reported $69.2B of US Bancorp stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 227 funds opened new US Bancorp positions in Q4 2019 and 51 closed out, a net change of +176 holders.
  • The largest US Bancorp buyer in Q4 2019 was Truist Financial, an estimated $80.6M added.
  • The largest US Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2019.